Number of Shares
18,461.00
Current Holdings Value*
$6.93 Mil
% of Portfolio
3.79%
Total Estimate Gain
$6.41 Mil
% of Total Estimate Gain
172.94%

Carl P. Sherr & Co., LLC's Microsoft Corp Holding Summary

As of 2025-03-31, Carl P. Sherr & Co., LLC held 18,461.00 shares of Microsoft Corp(MSFT), totaling $6.93 Mil. This investment constitutes 3.79% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2019Q4. And since then Carl P. Sherr & Co., LLC has made 13 purchases of MSFT, at an average price of $181.72, for a total of 20,391.00 shares. In addition, there have been 8 sales at an average price of $361.28 for 1,930.00 shares. Based on historical transaction data and MSFT's current price of $510.05, Carl P. Sherr & Co., LLC's estimated gain on his MSFT holdings is $6.41 Mil, reflecting a 172.94% gain to date.

Carl P. Sherr & Co., LLC MSFT ($510.05) Holding Chart

Carl P. Sherr & Co., LLC MSFT ($510.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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